BOS Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

BOS Asset Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$625K	Hold	4,548	–	–	0.15%	106
2026 Q1	$514K	Hold	4,548	–	–	0.13%	122
2025 Q4	$561K	Sell	4,548 -205	-4%	-$25.1K	0.15%	106
2025 Q3	$574K	Hold	4,753	–	–	0.16%	102
2025 Q2	$523K	Hold	4,753	–	–	0.17%	99
2025 Q1	$441K	Hold	4,753	–	–	0.15%	100
2024 Q4	$483K	Buy	4,753 +918	+24%	+$91.6K	0.17%	87
2024 Q3	$367K	Hold	3,835	–	–	0.14%	105
2024 Q2	$355K	Sell	3,835 -395	-9%	-$34.1K	0.16%	96
2024 Q1	$357K	Sell	4,230 -1,939	-31%	-$156K	0.19%	84
2023 Q4	$463K	Buy	6,169 +1,068	+21%	+$76K	0.32%	74
2023 Q3	$349K	Buy	5,101 +1,525	+43%	+$108K	0.26%	89
2023 Q2	$252K	Hold	3,576	–	–	0.2%	106
2023 Q1	$228K	Hold	3,576	–	–	0.19%	112
2022 Q4	$209K	Buy	+3,576	New	+$215K	0.19%	116

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return